Firm Enablement
Resources, templates and guides to help promote your firm and BILL.
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[SECTION]Marketing Advice and Tips
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Confirm Your Business Email Address
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Discover new opportunities for client bill management services during tax season
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Sample Survey - Client Satisfaction
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BILL Overview Presentation for Firms
Looking to discuss BILL with new and existing partners? Download this Overview presentation
https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj
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BILL Overview Presentation for Clients
Looking to discuss BILL with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97
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Accountant Referral Marketing Playbook
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Add BILL to Your Website: Landing Page Template
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The BILL Accountant Marketing Playbook
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5 Key Principles of Successful Accounting Firm Marketing
Download this guide from CPA.com, Bill.com, Sage Intacct and the AAM on how to turn marketing into a strategic advantage.
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Taking Automated AP Services Past That First Client
The how-to guide on creating an automated bill pay service for all your clients.
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Business Development and Marketing Your Firm
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Essential Advice for Expanding Your Client Base
Learn more about earning new business while maintaining your current client base.
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Marketing BILL for Small to Medium Firms
Marketing resources to reach existing clients and win new clients along the way.
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Marketing BILL for Large Firms
This guide offers some marketing pro tips and proven tricks.
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[SECTION] Presentations & Tips
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How to Start Spend Management Conversations with Clients
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How to position BILL with clients
Use this data sheet to inform partners and colleagues about the benefits of Bill.com and how to position it to clients.
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Tips and Tricks to Sell BILL
Learn how to identify prospects and how to best position Bill.com.
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Your Next BILL Clients are your Tax Clients
A how-to guide for offering bill pay services to your tax clients, further increasing your value as an adviser.
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[SECTION]BILL Videos to Share
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